Relationship Banking Advisor

BMO Harris Bank; Town of Antigo (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank is seeking a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and provide tailored financial solutions. The role emphasizes proactive engagement, guidance on digital options, and collaboration with branch and partner teams to meet business goals.

The position requires 2–3 years of relevant experience and a post-secondary degree, with lending knowledge and regulatory awareness.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Proactively engages with existing customers and prospects to grow loyalty.
• Offers advice on digital and self-serve options to simplify banking for customers.
• Mines credit and lending options in compliance with policies and regulations.
• Collaborates with branch team and partners to achieve business objectives.

Skills

Needs assessment

Sales & advisory

Customer service

Lending knowledge

Community outreach

Regulatory compliance

Education

Post-secondary degree in related field desirable

Job description

BMO Harris Bank is seeking a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and provide tailored financial solutions. The role emphasizes proactive engagement, guidance on digital options, and collaboration with branch and partner teams to meet business goals.

The position requires 2–3 years of relevant experience and a post-secondary degree, with lending knowledge and regulatory awareness.